Roberts Glore & Co. Inc. IL Has $10.94 Million Stock Holdings in Johnson & Johnson $JNJ

Roberts Glore & Co. Inc. IL reduced its stake in Johnson & Johnson (NYSE:JNJ) by 4.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,870 shares of the company’s stock after selling 2,364 shares during the period. Johnson & Johnson accounts for 2.9% of Roberts Glore & Co. Inc. IL’s portfolio, making the stock its 7th largest position. Roberts Glore & Co. Inc. IL’s holdings in Johnson & Johnson were worth $10,941,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Compass Financial Group Inc. bought a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $212,000. Abacus Wealth Partners LLC increased its stake in shares of Johnson & Johnson by 284.5% during the fourth quarter. Abacus Wealth Partners LLC now owns 19,638 shares of the company’s stock valued at $4,064,000 after purchasing an additional 14,530 shares in the last quarter. Leuthold Group LLC bought a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $6,615,000. L & S Advisors Inc increased its stake in shares of Johnson & Johnson by 38.5% during the fourth quarter. L & S Advisors Inc now owns 56,602 shares of the company’s stock valued at $11,714,000 after purchasing an additional 15,748 shares in the last quarter. Finally, Soltis Investment Advisors LLC increased its stake in shares of Johnson & Johnson by 4.5% during the fourth quarter. Soltis Investment Advisors LLC now owns 58,690 shares of the company’s stock valued at $12,146,000 after purchasing an additional 2,540 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Trading Up 0.0%

Shares of JNJ stock opened at $226.81 on Monday. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The firm’s 50 day moving average is $235.13 and its 200 day moving average is $222.02. The stock has a market capitalization of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.22 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the previous year, the company earned $2.77 EPS. The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Wall Street Analyst Weigh In

JNJ has been the subject of a number of analyst reports. Wells Fargo & Company raised their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Bank of America raised their price target on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Citigroup raised their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Company Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.